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iShares S&P Mid-Cap 400 Growth ETF
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Overview Fund Activity

666 hedge funds and large institutions have $5B invested in iShares S&P Mid-Cap 400 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 141 increasing their positions, 263 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
+83
Holders Change %
+14.24%
% of All Funds
11.82%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.53%
New
125
Increased
141
Reduced
263
Closed
33
Calls
$5.15M
Puts
–
Net Calls
+$5.15M
Net Calls Change
+$416K

Top Buyers

1
CM
Churchill Management
California
+$17.3M
2
SCM
Sandler Capital Management
New York
+$14.8M
3
FI
FormulaFolio Investments
Michigan
+$12.7M
4
LPL Financial
LPL Financial
California
+$9.56M
5
KAS
Kestra Advisory Services
Texas
+$9.34M

Top Sellers

1
CC
Courier Capital
New York
-$53.4M
2
Wells Fargo
Wells Fargo
California
-$26.6M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$26.6M
4
WIA
World Investment Advisors
California
-$23.8M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
451
Two Sigma Securities
New York
$284K -$260K -3,591 -48%
GWS
452
Glassman Wealth Services
Virginia
$284K – – –
AMG
453
Advisors Management Group
Wisconsin
$282K -$72 -1 -0%
AUB
454
Atlantic Union Bankshares
Virginia
$282K – – –
IIC
455
Integrated Investment Consultants
Michigan
$281K +$18.1K +250 +7%
RRC
456
Relaxing Retirement Coach
Massachusetts
$280K -$280K -3,880 -50%
HCMT
457
Highland Capital Management (Tennessee)
Tennessee
$280K +$1.81K +25 +0.6%
BCA
458
Bay Colony Advisors
Massachusetts
$280K +$17.7K +245 +7%
AllianceBernstein
459
AllianceBernstein
Tennessee
$279K +$279K +3,860 New
RIM
460
Rockbridge Investment Management
New York
$278K – – –
IFWM
461
Institute for Wealth Management
Colorado
$275K – – –
CW
462
CreativeOne Wealth
Kansas
$272K +$272K +3,771 New
OPWM
463
Oakwell Private Wealth Management
Texas
$272K +$272K +3,772 New
KIA
464
KCM Investment Advisors
California
$264K – – –
HIM
465
Hanlon Investment Management
New Jersey
$262K -$88.4K -1,222 -25%
TNB
466
Thomasville National Bank
Georgia
$261K – – –
MG
467
Mather Group
Illinois
$260K -$18.6K -258 -7%
DC
468
Davenport & Co
Virginia
$259K +$259K +3,584 New
IAA
469
Independent Advisor Alliance
North Carolina
$257K -$771K -10,656 -75%
MWM
470
Modera Wealth Management
New Jersey
$257K -$4.64K -64 -2%
DAS
471
Dynamic Advisor Solutions
Arizona
$257K +$1.73K +24 +0.7%
AIA
472
Arcadia Investment Advisors
Idaho
$257K -$107K -1,476 -29%
GPA
473
Garrison Point Advisors
California
$256K -$5.05K -70 -2%
PWP
474
Personal Wealth Partners
Minnesota
$256K – – –
BSI
475
Bennett Selby Investments
Maine
$253K +$253K +3,500 New
17 18
19
20 21